FIKHX vs. VUG

In the year-to-date period, FIKHX achieves a -4.88% return, which is significantly lower than VUG's -1.35% return.

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FIKHX has a 0.59% expense ratio, which is higher than VUG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class Z (FIKHX) and Vanguard Growth ETF (VUG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current FIKHX Sharpe Ratio is 0.30, which is lower than the VUG Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of FIKHX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIKHX's dividend yield for the trailing twelve months is around 7.71%, more than VUG's 0.48% yield.

The maximum FIKHX drawdown since its inception was -40.47%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for FIKHX and VUG.

Fidelity Advisor Technology Fund Class Z (FIKHX) has a higher volatility of 6.91% compared to Vanguard Growth ETF (VUG) at 5.52%. This indicates that FIKHX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.